Meet the Team
Your TRUSTED FINANCIAL PLANNING Partners
Lauren Erickson, CFP®, CSRIC™
President & Financial Advisor
- ESG and Sustainable Investment Lead on NOW Asset Management Investment Team
- NOW Planning Lead
- Small Business Owner Planning Lead
- Life and Long Term Care Insurance Planning and Implementation
Brittany Robertson, CFP®, CES™
Financial Advisor
- Trading + Portfolio Management on NOW Asset Management Investment Team
- NOW Financial Planning Meeting Manager
- Client Services
- Estate Settlement Team
Lindsay Griffin
Project Coordinator
- Marketing and Communications
- Website and Office Technology
- Trade Maintenance and Reporting
- Business Operations
- Notary public
Emily McCall, FPQP®
Operations Manager
- Client Services
- Office Calendar Management and Client Scheduling Lead
- Operations Team Lead
- Efficiency Planning and Development
- Notary public
We’d love to hear more about you and how we can help with your investment & planning needs.